# Adding and Managing Bots

### Adding a Bot on Mobile <a href="#adding-a-bot-on-mobile" id="adding-a-bot-on-mobile"></a>

#### Step 1: Access the Add Bot Menu <a href="#step-1-access-the-add-bot-menu" id="step-1-access-the-add-bot-menu"></a>

1. Log into the mobile app
2. You’ll get to the landing page
3. Locate the **"Add"** button in the top right corner
4. Tap the button

<div align="left"><figure><img src="/files/f1eVolYgpdZiaA0pQlLr" alt="" width="188"><figcaption></figcaption></figure></div>

***

#### Step 2: Browse Available Bots <a href="#step-2-browse-available-bots" id="step-2-browse-available-bots"></a>

When you tap "Add" a window will appear displaying all bots available to you.

<div align="left"><figure><img src="/files/w8Zo5Xc42NcFNVvutROX" alt="" width="188"><figcaption></figcaption></figure></div>

***

#### Step 3: Filter Bots (Optional) <a href="#step-3-filter-bots-optional" id="step-3-filter-bots-optional"></a>

You can narrow down your bot selection using several filters:

**Filter by Accessibility:**

* **All Types** — Shows all bots regardless of when they were created
* **Private** — Bots restricted to specific users
* **Restricted** — Bots with limited access permissions
* **Public -** Bots available to all users on the instance

**Filter by Category:**

* Bots are organized by categories (e.g., HR, Sales, Support, etc.)
* Categories help you find bots relevant to your department or task

<div align="left"><figure><img src="/files/1FebzqsfUcg4lTrtgH7X" alt="" width="188"><figcaption></figcaption></figure></div>

***

#### Step 4: Select and Add a Bot <a href="#step-4-select-and-add-a-bot" id="step-4-select-and-add-a-bot"></a>

1. Browse or filter to find your desired bot
2. Tap on the “Add” button to add the bot

<div align="left"><figure><img src="/files/4LZ3vpAEQIortjoSlSUM" alt="" width="188"><figcaption></figcaption></figure></div>

3. The bot will now appear in your bot list on mobile

***

### Creating New Bots (Desktop Only) <a href="#creating-new-bots-desktop-only" id="creating-new-bots-desktop-only"></a>

**⚠️ Important:** While you can **add existing bots** on mobile, you **cannot create new bots** from the mobile app. New bot creation must be done on desktop.

To create a new bot:

1. Log into the platform on desktop
2. Use the **Bot Creator** tool for team-wide bots → not available to the “User” role
3. Once created, the bot will be available to add on both desktop and mobile

<div align="left"><figure><img src="/files/A98Vb0ASoKFSWhfnX4AY" alt="" width="375"><figcaption></figcaption></figure></div>

***

### Filtering Bots on Mobile <a href="#filtering-bots-on-mobile" id="filtering-bots-on-mobile"></a>

You can **filter and organize your added bots** for easier access.

#### How to Filter Bots <a href="#how-to-filter-bots" id="how-to-filter-bots"></a>

1. Locate the **filter icon** on the right side of the screen
2. Tap the icon to open filter options

<div align="left"><figure><img src="/files/NG2XN8Jy7qtwnPhoNeOH" alt="" width="188"><figcaption></figcaption></figure></div>

3. Choose your preferred filter:

**Available Filter Options:**

| Filter Type       | Description                                         |
| ----------------- | --------------------------------------------------- |
| **Last Used**     | Shows bots you've recently interacted with          |
| **Name (A to Z)** | Alphabetical order, ascending                       |
| **Name (Z to A)** | Alphabetical order, descending                      |
| **Category**      | Filter by bot category (same categories as desktop) |
| **Accessibility** | Filter by private, restricted, or all-time bots     |

<div align="left"><figure><img src="/files/DErb1F4HRkNfmqNmhZwu" alt="" width="188"><figcaption></figcaption></figure></div>


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